FLORIDA RETIREMENT SYSTEM DIVISION OF RETIREMENT PENSION PLAN
Retirement Plan Solutions - Sentinel Benefits · retirement plan solution for your clients, but in...
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Flexibility, control and choice are all part of the plan. We get it.Your clients’ financial concerns and fiduciary responsibilities keep you up at night. Does their retirement plan have the right investment strategy? Do they have the proper fiduciary governance protocols? Does their plan design meet their needs and goals? Are their participants engaged? You may not have all the answers, but you do have us. When it comes to making your business stand out, having the right partner can make all the difference. Sentinel Benefits has the products, resources and technologies you need to compete—and win. We are uniquely positioned to help advisors provide innovative, cutting edge solutions for their clients’ retirement plan needs. Partnering with us gives you a competitive edge. We’ll work closely with you to develop the most appropriate retirement plan solution for your clients, but in a nutshell, you’ll continue to deliver consulting and compliance testing, and we’ll provide the investment platform, website and trading technologies. Additionally, you will discover that our in-house experienced and highly trained professionals are consistently focused on you and your clients’ specific needs—think of our benefit consultants, actuaries and ERISA attorneys as an extension of your team. How we help your practice. Personal relationships. Your dedicated team at Sentinel Benefits will be your partner from day one; you’ll know us and we’ll know you. Plan design expertise. Let our team of over 30 credentialed professionals and two ERISA attorneys help you design the most effective plan for your clients. Sales support. We have the capability to create co-branded plan service proposals to make it easier for your prospects. Dynamic plan reporting via our online dashboard. See all your clients in one place and gain access to plan measurements that include participant engagement and retirement readiness analytics to help tell your story. Financial wellness education. Access to a library of articles, videos and an online step-by-step program designed with a proven track history of producing lasting behavior changes to help employees get out of debt, on a budget, and on their way to saving for retirement. Annual Disclosure Reporting. Let Sentinel Benefits help you meet the requirements of your 408(b)(2) obligations through our integrated disclosure communication process. Retirement P lan Solutions Are you looking for a competitive edge to help distinguish your retirement practice from the rest? Look no further.
Transcript of Retirement Plan Solutions - Sentinel Benefits · retirement plan solution for your clients, but in...
Flexibility, control and choice are all part of the plan.
We get it. Your clients’ financial concerns and fiduciary responsibilities keep you up at night. Does their retirement plan have the right investment strategy? Do they have the proper fiduciary governance protocols? Does their plan design meet their needs and goals? Are their participants engaged? You may not have all the answers, but you do have us.
When it comes to making your business stand out, having the right partner can make all the difference. Sentinel Benefits has the products, resources and technologies you need to compete—and win. We are uniquely positioned to help advisors provide innovative, cutting edge solutions for their clients’ retirement plan needs.
Partnering with us gives you a competitive edge. We’ll work closely with you to develop the most appropriate retirement plan solution for your clients, but in a nutshell, you’ll continue to deliver consulting and compliance testing, and we’ll provide the investment platform, website and trading technologies. Additionally, you will discover that our in-house experienced and highly trained professionals are consistently focused on you and your clients’ specific needs—think of our benefit consultants, actuaries and ERISA attorneys as an extension of your team.
How we help your practice.
Personal relationships. Your dedicated team at Sentinel Benefits will be your partner from day one; you’ll know us and we’ll know you.
Plan design expertise. Let our team of over 30 credentialed professionals and two ERISA attorneys help you design the most effective plan for your clients.
Sales support. We have the capability to create co-branded plan service proposals to make it easier for your prospects.
Dynamic plan reporting via our online dashboard. See all your clients in one place and gain access to plan measurements that include participant engagement and retirement readiness analytics to help tell your story.
Financial wellness education. Access to a library of articles, videos and an online step-by-step program designed with a proven track history of producing lasting behavior changes to help employees get out of debt, on a budget, and on their way to saving for retirement.
Annual Disclosure Reporting. Let Sentinel Benefits help you meet the requirements of your 408(b)(2) obligations through our integrated disclosure communication process.
Retirement P lan SolutionsAre you looking for a competitive edge to help distinguish your retirement practice from the rest? Look no further.
* As of 12/31/2017 First Use: 11/5/2018
Over 175,000 individuals served across all of our programs and partnerships
Over $6.5B in assets under recordkeeping administration (AUA)
1,700 retirement plans administered
In PLANSPONSOR Magazine’s 2017 Defi ned Contribution Survey, Sentinel Benefi ts received 16 Best in Class awards
Winner of the Best-in-Retirement BusinessIMPACT Award™from Charles Schwab
Certifi ed by CEFEX, Centre for Fiduciary Excellence, Sentinel Benefi ts adheres to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers
Experience You Can Trust*
Visit sbgipartners.com for more information.
Contact Us
For more information, email us [email protected]
Learn More
Our open architecture solutions
Daily plan valuation and on-going account rebalancingOnsite and fully staffed Service CenterConvenient online portal for participants and plan sponsorsAnnual compliance testing and signature-ready IRS Form 5500Plan document managementAuto-enrollment and auto-escalation solutionsOnline benefi ciary managementOnline and paperless enrollment, loan and distribution servicesCustomizable reporting
Sentinel Benefi ts has over 30 years of experience in recordkeeping, third party administration (TPA) and compliance services. But, what sets us apart is that we understand your business as well. Our sister company, Sentinel Pension Advisors, is our largest client. We believe this fi rst-hand knowledge and familiarity helps us provide better service to our advisor partners. How? We understand the pressures of being a 3(21) or 3(38) advisor in today’s climate, and we know how to help. Our mission is to serve you and protect the business you have built.
Our custody partner
Fidelity InvestmentsCharles SchwabMatrix Clearance & SettlementMid-Atlantic Trust Company (MATC)Pershing
What we do
Retirement Plan Administration
Defi ned contribution (401(k), 403(b) and 457 defi ned benefi t)Profi t sharingPrevailing wageNon-qualifi ed deferred compensationEmployee Stock Ownership Plans (ESOPs)Consulting and actuarial services3(16) Administration
Health & Welfare Plan Services
Flexible Spending Accounts (FSAs)Health Reimbursement Accounts (HRAs)Health Savings Accounts (HSAs)Transportation Reimbursement PlansCOBRA/HIPAA administrationForm 5500 Tax ReportingPremium Only Plans (POPs)
